Adding Additional Desired Owner or Lead Keywords

Keywords are place-holders for specific details that you will include in communications, such as renewal date or insurance expiration date. When the message is sent, the actual information replaces the placeholder, as it would be in a “mail merge” in a word processing system. To insert keywords in a template:

Click the Insert Keywords icon.Select the keyword you want to enter from the Available Keywords dropdown.

Copy and paste the keyword into the body of the template.

Complete any additional edits.

Click Modify. You may need to re-open the template from the action wheel to make further edits.

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